Uncle Marv's IT Business Podcast (Real Talk for IT Pros & MSPs)

Boost MSP Efficiency with Strategy OverviewWebsite: https://www.strategyoverview.com/In this episode, Uncle Marv sits down with Alex Markov to delve into Strategy Overview, a software platform tailored for MSPs to optimize their strategic planning and client management. Alex explains how the platform's powerful and flexible template engine allows MSPs to standardize their processes and save significant time. The user-friendly interface and comprehensive client portal are highlighted as key features that set Strategy Overview apart from other tools. The discussion also covers the platform's development history. Initially created as a spreadsheet to manage Alex's own MSP operations, it evolved into a multi-tenant product over seven years. This journey involved overcoming various challenges and continuously refining the tool based on user feedback. Alex and Marv explore the platform's extensive features, including QBRs, asset management, Office 365 licensing, and a ticketing system integrated with ConnectWise. They also discuss the future of Strategy Overview, particularly the integration of AI to automate tasks and further reduce the workload for MSPs. The episode concludes with insights into the MSP industry, the advantages of different business models, and the importance of maintaining a balance between growth and personalized customer service.Key TakeawaysUnique Template Engine: Strategy Overview's template engine allows MSPs to create customized reports and standardize processes efficiently.User-Friendly Interface: The platform is designed with a clean and intuitive UI, enhancing user experience.Comprehensive Client Portal: Clients can access their strategy, health scores, budgets, and tickets through a white-labeled portal.Development Journey: The platform evolved from a spreadsheet to a sophisticated tool over seven years, driven by real-world MSP needs.Future AI Integration: Plans to integrate AI aim to automate QBR prep and ticket handling, saving significant time for MSPs.Industry Insights: Discussion on the benefits of different MSP business models and the trend towards boutique service providers. === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast

Revolutionizing SaaS Security with OvereWebsite: https://www.overe.io/In this episode, Uncle Marv welcomes Paul Barnes, co-founder and CEO of Overe, to discuss their SaaS security platform and its role in the IT Nation Pitch It Accelerator program. Overe focuses on providing automated security analysis and continuous monitoring for SaaS applications, addressing the increasing number of cloud security incidents. Key Highlights: Introduction to Overe: Paul explains that Overe was created to address the growing need for SaaS and cloud application security. The company offers two main products: Novia Assess, a free tool for visibility and risk assessment, and Overe Protect, a comprehensive service for policy enforcement and adversarial activity response.Focus on Microsoft 365: Overe initially targets Microsoft 365 due to its widespread use among MSPs and their clients. The company plans to expand to other popular SaaS applications like Google Workspace.M365 Benchmark Audit: Overe's free assessment tool goes beyond Microsoft's security score by providing a customized score based on the client's licenses, company attributes, and security policies. It also includes dark web monitoring and MFA status checks.Licensing and Security: Paul discusses the challenges MSPs face in upgrading clients from basic to premium security licenses. Overe's tools help MSPs demonstrate the need for higher security levels without necessarily pushing for the expensive E5 license.Automated Responses: Overe's platform includes automated policy enforcement and response to adversarial activities. The system continuously monitors for policy drifts and automatically re-enforces security settings if they are altered.Framework Alignment: Overe's policies align with frameworks like NIST and CMMC, providing MSPs with benchmarking against industry standards.Unique Selling Points: Overe differentiates itself with a user-friendly setup, comprehensive threat intelligence, and integration with endpoint data to reduce false positives and provide high-confidence alerts.Market Strategy: While Overe is focused on MSPs, the platform is also accessible to mid-market and enterprise clients. The company is expanding its presence in the U.S., recognizing the significant market potential.Future Plans: Overe aims to enhance its product offerings, expand its monitoring capabilities, and strengthen its U.S. sales and distribution channels. The company is committed to supporting MSPs and attending industry events like IT Nation.Key TakeawaysOvere offers innovative SaaS security solutions with automated analysis and continuous monitoring.The platform initially focuses on Microsoft 365 but plans to expand to other SaaS applications.Overe's tools help MSPs assess and improve client security without pushing for unnecessary high-cost licenses.Automated policy enforcement and response features ensure continuous protection against security threats.Overe's policies align with industry frameworks like NIST and CMMC, providing valuable benchmarking.The company is expanding its presence in the U.S. and aims to support MSPs through easy-to-use tools and strategic partnerships. === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast

Uncle Marv welcomes Tim Coach to discuss strategic spending in IT businesses. Tim emphasizes the importance of aligning spending with business goals and market demands. He advises against arbitrary budget cuts, instead recommending a focus on ROI and strategic investments. Tim highlights the significance of investing in both technology and talent. He suggests prioritizing spending on areas that directly impact customer satisfaction and business growth. Tim also discusses the need for flexibility in budgeting, allowing for adjustments as market conditions change. The conversation covers the challenges of balancing short-term needs with long-term investments. Tim recommends a mix of both, ensuring immediate operational needs are met while also planning for future growth. He stresses the importance of continuous learning and adaptation in the fast-paced IT industry. Tim shares strategies for maximizing ROI, including careful vendor selection, negotiation tactics, and leveraging partnerships. He also discusses the value of investing in employee training and development to enhance productivity and retention. The episode concludes with Tim's advice on creating a culture of strategic spending within organizations. He emphasizes the need for clear communication, alignment across departments, and regular review of spending strategies to ensure they remain effective and relevant. Key Takeaways: Align spending with business goals and market demandsFocus on ROI rather than arbitrary budget cutsInvest in both technology and talentPrioritize spending that impacts customer satisfaction and growthMaintain flexibility in budgeting to adapt to market changesBalance short-term needs with long-term investmentsMaximize ROI through careful vendor selection and partnershipsInvest in employee training and developmentCreate a culture of strategic spending within the organizationRegularly review and adjust spending strategiesLinks: Florida Man Wrestles Alligator in Fire Station: https://youtu.be/OW9OhDvdMjA === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast

In this episode of the IT Business Podcast, host Uncle Marv interviews William Hibbard, owner of TorqueNet LLC. The two discuss Bill's journey from Air Force cyber operations officer to running his own Managed Service Provider (MSP) business. Hibbard shares insights on transitioning from a hobby to a full-fledged business, his approach to cybersecurity, and the challenges of being a solo tech. Bill explains how his Air Force background in information assurance prepared him for his current role, though he notes that the business aspects required separate learning. He discusses his company's evolution, including the move from Colorado to Florida, and how he maintained 80% of his customer base during the relocation. The conversation covers Bill's security stack, which includes tools like ThreatLocker and Huntress, and his perspective on balancing security with usability for clients. He also shares valuable advice for solo MSPs, emphasizing the importance of collaboration with other local IT professionals. Throughout the interview, Uncle Marv and Bill reminisce about their shared past in Satellite Beach, Florida, including their time on the track team and working at McDonald's. They discuss how their hometown has produced several IT professionals and touch on upcoming reunions. Key Takeaways: Air Force experience in cyber operations can provide a strong foundation for running an MSPTransitioning from hobby to business requires adapting pricing and service modelsCollaboration with other local MSPs can be beneficial for solo operatorsA robust security stack is crucial, but must be balanced with client usabilityContinuous learning and adapting to new technologies is essential in the IT industryWebsite: https://torquenet.net/ === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast

Stuart Holtby introduces Get In Sync as a comprehensive platform that helps businesses uncover their IT strategy. He uses the analogy of a treasure map to explain how the tool works, assisting organizations in putting together all their applications, information, projects, and processes to visualize their overarching strategy. The platform goes beyond traditional IT spend analysis, incorporating various aspects of business operations. It uses frameworks like TBM to provide a holistic view of technology-related costs and budgets. Get In Sync creates a two-way marketplace where both MSPs and their clients can actively participate in strategic planning. Stuart emphasizes that Get In Sync is designed to be a leading indicator, unlike QBRs which are lagging indicators. The tool provides real-time insights, allowing businesses to make informed decisions quickly. It features idea creation and prioritization capabilities, enabling organizations to foster innovation and vet new ideas effectively. The platform is AI-enabled, making it easy for users to access information using natural language queries. It offers view access to everyone in an organization while distributing portfolio management responsibilities across different departments. Get In Sync is positioned as a sell-through product for MSPs, allowing them to boost their VCIO margins and resell the application to clients. Stuart discusses the pricing model and mentions ongoing efforts to integrate with ConnectWise Manage, particularly for project management. Key Takeaways: Get In Sync helps businesses visualize and develop their IT strategyThe platform provides a holistic view of technology-related costs and budgetsIt offers real-time insights, unlike traditional quarterly business reviewsThe tool features idea creation and prioritization capabilitiesAI-enabled functionality allows easy access to informationGet In Sync can be resold by MSPs to boost VCIO marginsWebsite: https://getinsync.ca/ === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast

Uncle Marv interviews Kevin Lancaster and Matt Solomon from Channel Program about their new product, MyITspend. The guests introduce the tool as a client management solution designed to help MSPs optimize their client relationships and boost revenue. Kevin explains that MyITspend grew out of the need to solve big problems in the MSP industry and make operations more efficient. The tool started with the Navistack concept, which helps MSPs visualize their technology stack and identify gaps. MyITspend expands on this by allowing MSPs to manage their own and their clients' technology spend, contracts, and subscriptions. Matt highlights the tool's ability to uncover shadow IT and provide greater visibility into clients' technology investments. This enables MSPs to have more mature conversations during quarterly business reviews and identify new revenue opportunities.  He also demonstrates the tool's interface, showing how it helps MSPs track their own expenses, manage contracts, and visualize their clients' technology stacks. They emphasize the tool's potential for lead generation, allowing MSPs to offer it to prospects as a way to gain insight into their IT spend. Kevin and Matt discuss pricing, with internal use starting at $99 per month and customer-facing licenses at $249 per month. They stress the tool's affordability and potential ROI through improved operational efficiency and new revenue opportunities. The conversation touches on the challenges of getting clients to share their technology spend information and how MSPs can position the tool as a valuable service. The guests also hint at future developments, including integrations with PSAs and features to help MSPs manage contracts and commissions from various sources. Key Takeaways: MyITspend helps MSPs manage their own and clients' technology spendThe tool provides visibility into contracts, subscriptions, and renewal datesIt can be used for lead generation by offering it to prospectsMyITspend enables more mature conversations during quarterly business reviewsThe tool helps MSPs differentiate themselves in a crowded marketplaceIt addresses operational inefficiencies in contract and subscription managementPricing is designed to be affordable for MSPs of all sizesFuture developments include integrations with PSAs and expanded featuresWebsite: https://info.channelprogram.com/myitspend === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast

Dawn Sizer, CEO of Third Element Consulting, joins Uncle Marv to discuss the success of her MSP business. She attributes their success to working closely with her husband and having a strong leadership team. Dawn shares insights on adopting AI tools like Copilot, emphasizing the importance of skilled workers to effectively use these tools. The conversation covers Third Element Consulting's high client retention rate, which Dawn credits to authenticity, transparency, and building strong relationships with clients. They discuss the challenges of providing IT services to diverse industries, including government agencies and cannabis businesses, focusing on high availability and compliance. Dawn talks about her active participation in the channel community, highlighting the benefits of peer learning and vendor relationships. She also shares her company's growth plans, including hiring a salesperson and aiming for significant revenue increases. The episode concludes with a discussion on recent Florida man stories and upcoming industry events. Key Takeaways: Strong leadership team and working with a spouse can contribute to MSP successEffective use of AI tools requires skilled workersHigh client retention stems from authenticity and strong relationshipsDiverse client industries require focus on high availability and complianceActive channel participation provides valuable peer learning opportunitiesGrowth strategies include hiring dedicated sales staffLinks from the show: Date Night with The Sizers: https://www.itbusinesspodcast.com/293Florida Man Uses Alligator to Open Beer Can: https://tinyurl.com/5ak58crw  === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast

Joe Lohmeier, NinjaOne's new channel chief, joins the IT Business Podcast to discuss the company's recent developments and growth. NinjaOne, formerly known as NinjaRMM, has expanded its offerings to become a unified endpoint management platform serving both MSPs and internal IT departments. The conversation covers NinjaOne's rebranding, its recognition as a top RMM solution for 20 consecutive quarters, and the launch of the Ninja One Now partner program. Lohmeier highlights the company's focus on customer satisfaction, product innovation, and responsiveness as key factors in their success. NinjaOne's platform now includes features such as RMM, backup, patch management, endpoint monitoring, and mobile device management. The company has seen significant growth in both the MSP and enterprise markets, with some customers managing over 100,000 endpoints. Lohmeier discusses the challenges faced by MSPs in managing increasingly vulnerable and risky endpoints, and how NinjaOne is positioned to help address these issues. He also touches on the company's approach to AI integration, emphasizing a cautious and thoughtful implementation to ensure security and reliability. The interview concludes with insights into NinjaOne's global expansion, its record growth in 2023, and hints at upcoming announcements in the fall. Key Takeaways: NinjaOne has rebranded from NinjaRMM and expanded its offeringsThe company has been rated the #1 RMM for 20 consecutive quartersNinjaOne Now partner program launched to simplify partnershipsNinjaOne serves both MSPs and internal IT departmentsThe platform includes RMM, backup, patch management, and MDM featuresNinjaOne is seeing growth in both SMB and enterprise marketsThe company is taking a cautious approach to AI integrationNinjaOne is expanding globally with a strong presence in APAC and EMEAWebsite: https://www.ninjaone.com/ === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast

Sudhir Nambiar, co-founder and CEO of XAmplify, introduces their marketing automation platform tailored for MSPs and IT service providers. The platform offers solutions for channel marketing, partner relationship management, and through-channel marketing automation. XAmplify allows MSPs to conduct co-branded campaigns with multiple vendors, addressing the challenge of managing relationships with 10-15 vendors simultaneously. The platform provides a centralized location for marketing activities, deal registrations, and vendor management. Key features of XAmplify include: Co-marketing and co-selling capabilitiesIntegration with popular CRMs and PSAsWhite-label and co-branding optionsVideo hosting and landing page creationList management with built-in validationMulti-tenancy for managing multiple vendor relationshipsBidirectional sync between CRMs and marketing automation toolsSudhir emphasizes the platform's ability to protect MSPs' leads and contacts while enabling efficient collaboration with vendors. XAmplify also offers features for lead sharing, deal registration, and pipeline visibility. The platform aims to help MSPs grow their business by providing tools for revenue growth, closing deals faster, and expanding their service offerings. Sudhir shares his background as a former MSP, which influenced the development of XAmplify to address common industry challenges. Key Takeaways: XAmplify offers a centralized platform for MSPs to manage multiple vendor relationshipsThe platform provides co-marketing and co-selling capabilitiesIntegration with popular CRMs and PSAs streamlines workflowBuilt-in list validation and management protect MSPs' dataXAmplify aims to help MSPs grow revenue and close deals fasterWebsite: https://xamplify.com/ === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast

Wayne Creamer, founder and CEO of Symoda, returns to the IT Business Podcast to discuss the evolution of their customer-centric communication platform for managed service providers (MSPs). With 20 years of experience in the MSP space, Wayne identified communication as a recurring problem among customers, which led to the creation of Symoda. Initially a mobile-based solution, Symoda is expanding to desktop and team platforms like Slack and Teams. The platform integrates with ConnectWise and Autotask, enhancing communication and support within organizations. It offers features such as customizable push notifications, streamlined ticket management, and user onboarding processes. Wayne emphasizes the importance of effective communication in managing customer relationships. Symoda’s push notification feature allows for targeted communication with customers, helping to resolve issues quickly and improve satisfaction. The platform aims to enhance communication at all levels: end-user, MSP contact, and VIP support. The discussion also covers Symoda’s progress since last year, including the addition of a free customer option with marketing material, training, and a one-person trial. Wayne mentions plans for future integrations with other tools like Zendesk, Freshdesk, Halo, and Simot, aiming to make their solution end-user centric and adaptable to different tool changes. Artificial Intelligence (AI) development is underway at Symoda, with the goal of improving efficiency and providing personalized support options. Wayne shares insights on building customer trust, personalization, and the value of feedback in product evolution. Key Takeaways: Symoda addresses communication challenges in the MSP industryThe platform is expanding from mobile to desktop and team platformsIntegration with ConnectWise and Autotask enhances communication and supportAI development aims to improve efficiency and personalized supportEffective communication is crucial for managing customer relationshipsSymoda offers customizable push notifications and targeted communicationFuture integrations planned with various tools to increase adaptabilityWebsite: https://symoda.com/ === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast